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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

401 hedge funds and large institutions have $2.38B invested in PIMCO Active Bond Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 160 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-7
Holders Change %
-1.72%
% of All Funds
6.35%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.59%
New
47
Increased
126
Reduced
160
Closed
48
Calls
–
Puts
$330K
Net Calls
-$330K
Net Calls Change
-$330K

Top Buyers

1
Jane Street
Jane Street
New York
$23.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$167M
3
AF
Allworth Financial
California
$22.9M
4
WWM
Wagner Wealth Management
South Carolina
$10.1M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$8.91M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$121M
2
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$73.4M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
5
Wells Fargo
Wells Fargo
California
$88.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
201
BCS Wealth Management
Tennessee
$735K -$22.6K -222 -3%
PCM
202
Presidio Capital Management
California
$732K +$732K +7,188 New
JWCA
203
J.W. Cole Advisors
Florida
$728K -$381K -3,740 -34%
JMFC
204
J.M. Forbes & Co
Massachusetts
$724K – – –
SIA
205
SkyView Investment Advisors
New Jersey
$705K -$117K -1,216 -14%
Truist Financial
206
Truist Financial
North Carolina
$704K +$12.3K +121 +2%
SC
207
Savant Capital
Illinois
$699K -$5.9K -58 -0.8%
PWA
208
Physician Wealth Advisors
Utah
$687K – – –
CS
209
Credit Suisse
Switzerland
$682K +$682K +6,699 New
MIM
210
Macroview Investment Management
Maryland
$680K +$509 +5 +0.1%
MAG
211
Mayfair Advisory Group
Alabama
$661K – – –
TCM
212
TD Capital Management
Tennessee
$654K +$54.1K +531 +9%
PFM
213
Peak Financial Management
Massachusetts
$650K -$144K -1,414 -18%
LA
214
Latitude Advisors
Florida
$648K +$648K +6,364 New
SWP
215
Stratos Wealth Partners
Ohio
$637K +$637K +6,258 New
WCG
216
Weaver Consulting Group
California
$635K -$2.34K -23 -0.4%
AF
217
Affiance Financial
Minnesota
$628K -$194K -1,901 -24%
DC
218
Davenport & Co
Virginia
$624K -$167K -1,644 -21%
ANTB
219
AMG National Trust Bank
Colorado
$621K -$30K -295 -5%
AC
220
Addison Capital
Pennsylvania
$611K -$7.13K -70 -1%
APG
221
Abacus Planning Group
South Carolina
$607K – – –
CFGS
222
Concourse Financial Group Securities
Alabama
$602K -$40.5K -398 -6%
EL
223
EQ LLC
Washington
$597K +$204 +2 +0%
ZIMP
224
Zimmermann Investment Management & Planning
Pennsylvania
$593K -$90.9K -893 -13%
MWM
225
MorganRosel Wealth Management
Colorado
$582K +$72.6K +713 +14%
7 8
9
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